OECD

Neptune Japan Opportunities manager runs a consolidated portfolio of evenly sized holdings of between 2% and 3%

Last year saw remarkable stabilisation and recovery in equity markets which led the subsequent global economic revival.

The current market is concerned inflation may pick up as a consequence of the policy decisions thus far taken in an attempt to stimulate the OECD economies.

As 2008 rolled into 2009, global investors were still recovering from the most traumatic of years, felt most acutely perhaps in emerging markets.

The euro area is interesting because the economies of the 16 member states are quite diverse while representing a broad risk spectrum.

On the whole, 2009 is likely to be remembered as an extremely good year for risky assets, with equities as well as corporate bond markets posting stellar performance, albeit not without considerable volatility.

World economies including the UK are likely to continue to recover and grow, according to the Organisation for Economic Co-operation and Development (OECD).

Solid business results and economic stimulus packages are creating exciting opportunities in infrastructure

Tom Ewing, manager of Fidelity's UK Growth fund, takes a defensive approach to investing post credit crunch and economic downturn

Aberdeen Asset Management's Hugh Young continues to be heavily underweight Japan, despite the country enjoying its fastest period of growth for over two years.